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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,046 | $199,109-94.5% | $173,730-93.6% | $154,746-92.9% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.6%+3.8pp | 80.7%+2.6pp |
| Annual return | 40.13% | 20.02%+20.1pp | 19.96%+20.2pp | 172.34%-132.2pp |
| Employer contribution / active EE | $3,788 | $5,311-28.7% | $4,577-17.2% | $4,379-13.5% |
| Participant deferral / active EE | $5,135 | $7,113-27.8% | $6,326-18.8% | $6,730-23.7% |
| Admin fee / account holder | $814 | $20,916-96.1% | $17,523-95.4% | $14,365-94.3% |